Megha Rathi

Associate @Kotak Alternate Asset Managers Limited

Mumbai, MH, IN
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WORK HISTORY

Feb 2026 — Present

Associate @Kotak Alternate Asset Managers Limited

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Mumbai, IN

EDUCATION

N/A

The Institute of Chartered Accountants of India

Chartered Accountant, Banking, Corporate, Finance, and Securities Law

2017 — 2020

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce - BCom honours, Accounting and Finance

2017

Mahadevi Birla Shishu Vihar

ISC, High School/Secondary Certificate Programs

2019

CFA Institute

Chartered Financial Analyst, Finance and Financial Management Services

ABOUT MEGHA RATHI

I work in investments, with experience across the full investment lifecycle — from deal evaluation to portfolio oversight.In my current role, I have worked on private credit and private equity investments- building financial models, drafting investment memos, coordinating diligence, anchoring legal documentation, and portfolio management. Alongside transaction work, I have contributed to a ~₹17bn fundraise. Prior to this, during my articleship at RADS & Co, I supported Lightrock in portfolio monitoring (Porter, Dunzo), aided a hospitality fundraise and audit of clients like Vedant Fashions. I have also served as a CA Industrial Trainee at ITC, focusing on FP & A across its Tobacco / Trade and Marketing & Distribution divisions.I am a Chartered Accountant, graduate from St. Xavier’s College, Kolkata and am pursuing the CFA charter.

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Megha Rathi — Associate at Kotak Alternate Asset Managers Limited in Mumbai, MH, IN | Unifers